Difference between revisions of "Auto Assignments"
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* Auto Assignments can then be defined using the '''Auto Assignments''' link on the Settings page. | * Auto Assignments can then be defined using the '''Auto Assignments''' link on the Settings page. | ||
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| + | '''NOTE:''' Auto Assignment between levels can only be used if the Multiple Contact List at Level 2 is '''not''' enabled. | ||
Revision as of 13:02, 23 July 2009
Auto Assignments allow you to define rules for automatically assigning contacts to Level 1 and Level 2 entities.
To enable Auto Assignment select the Auto Assign People checkbox in the Level 2 Settings section of the Application Configuration page.
- Auto Assignments can then be defined using the Auto Assignments link on the Settings page.
NOTE: Auto Assignment between levels can only be used if the Multiple Contact List at Level 2 is not enabled.
Using the Auto Assignment function, the Owner of a Level One entity can be automatically added to the Contacts section of the Level One.
Impact: This allows additional security permissions in the security matrix, and additional messaging options in workflows that send information based on a UTA role.
